CCA
PEP icon

Carrera Capital Advisors’s PepsiCo PEP Stock Holding History

Carrera Capital Advisors’s Portfolio PEP Stock Details PEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.03M Buy
+37,169
New +$5.56M 0.75% 26
2024
Q3 		– Sell
-1,313
Closed -$217K – 114
2024
Q2 		$217K Buy
+1,313
New +$227K 0.07% 81

Other funds holding PEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Carrera Capital Advisors's PEP Position: Q2 2026 in Review

Carrera Capital Advisors opened a new position in PepsiCo (PEP) in Q2 2026: 37,169 shares worth $5.03M. The stake represents 0.75% of the portfolio and ranks #26 among its holdings. This is a return to the name: Carrera Capital Advisors previously reported a position in PEP as recently as Q2 2024.

Carrera Capital Advisors first reported a position in PEP in Q2 2024 and has held it in 2 quarters since. 3,417 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Carrera Capital Advisors held 37,169 shares of PepsiCo worth $5.03M as of Q2 2026.
  • PepsiCo was a new Carrera Capital Advisors position in Q2 2026.
  • PepsiCo made up 0.75% of Carrera Capital Advisors's portfolio in Q2 2026, its #26 holding.
  • Carrera Capital Advisors first reported a position in PepsiCo in Q2 2024 and has held it in 2 quarters since.
  • 3,417 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.